Asus ROG Strix XG259QNSR Ace and Asus ROG Strix XG259QNSR-W Ace debut with 420Hz displays
Haesung DS lands CXMT as DDR5 substrate customer, weighs panel production for DDR6
Haesung DS has reportedly added China’s CXMT as a customer for DDR5 package substrates as the South Korean supplier expands its DDR5 business and considers panel-based production for higher-layer-count products expected with the DDR6 generation.
Ishihara Sangyo doubles high-purity titanium dioxide capacity on AI server demand
Ishihara Sangyo Kaisha plans to double production capacity for high-purity titanium dioxide used to make dielectric materials for multilayer ceramic capacitors, as rising AI server power requirements increase demand for the components.
Huawei Kirin 9030 shows SMIC’s 7nm gains and ongoing efficiency gap
Goldkey secures NT$3.6 billion loan to expand AI server memory business
Google developing ‘frozen’ chip that embeds Gemini models for efficiency gains
Google is reportedly developing a new chip that embeds information from its Gemini AI models directly onto the silicon to boost efficiency. If the anticipated performance gains materialize, this new design would mark a deeper integration of the tech giant’s hardware and AI capabilities.
China’s magnet exports hit records — but the tap stays political
China’s exports of rare-earth permanent magnets reached record levels in the first half of 2026, yet the same customs data reveal a market increasingly shaped less by demand than by Beijing’s discretion — flowing freely to most of the world, throttled to the US, and, since January, newly restricted to Japan.
Trump offers tariff relief to aluminum producers investing in US smelters
US President Donald Trump has signed a proclamation creating a new incentive program that would cut import tariffs on primary aluminum for companies that invest in expanding domestic smelting capacity, marking the latest effort by the administration to boost US metals production.